+70.4%
BIIB vs SUI
+1.6%
+68.8%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +5.2% | -2.9% | +0.2% |
| 7D | +4.3% | +10.0% | -5.8% | +0.2% |
| 30D | +13.8% | +8.4% | +5.4% | +10.2% |
| 3M | +22.1% | +0.7% | +21.4% | +21.4% |
| 6M | +35.9% | -0.9% | +36.9% | +35.1% |
| YTD | +44.6% | +0.6% | +43.9% | +41.7% |
| 1Y | +70.4% | +0.8% | +69.6% | +67.7% |
| All | +70.4% | +1.6% | +68.8% | +67.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling